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Robert Rohner Geitz

Chatsworth Securities LLC

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About Robert Rohner Geitz

Robert Rohner Geitz is a financial professional with over 30 years of experience in the financial services industry. Robert is currently registered with Chatsworth Securities LLC, a financial services firm based in Greenwich, Connecticut. Previously, Robert was employed with Morgan Stanley and Morgan Stanley Smith Barney, where he gained extensive experience in investment management, financial planning, and wealth management. Robert holds several industry certifications, including Series 7, 63, 65 and 24. He is registered to provide investment advice in Connecticut and New York.

Firm Information

Robert Geitz is currently registered with Chatsworth Securities LLC. Chatsworth Securities LLC is a Limited Liability Company that was formed on March 20, 1996. The firm is registered in California, Connecticut, Florida, Massachusetts, New Jersey, and New York. They have one approved SEC registration and six approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Robert Geitz’s Registration & Firm History

CT

11/27/2019 - Present

Chatsworth Securities LLC (GREENWICH CT)

NY

05/30/2013 - 07/02/2019

MORGAN STANLEY (PURCHASE NY)

NY

07/28/2009 - 05/07/2012

MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)

NY

06/01/2009 - 08/03/2009

MORGAN STANLEY SMITH BARNEY (NEW YORK NY)

NY

03/13/2006 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

NY

06/15/1992 - 01/15/1996

WASSERSTEIN PERELLA & CO., INC. (NEW YORK NY)

NA

05/15/1992 - 05/22/1992

SCULLY BROTHERS & FOSS

NY

02/04/1980 - 10/11/1991

SALOMON BROTHERS INC. (NEW YORK NY)

NA

07/20/1978 - 02/07/1980

BLUNT ELLIS & LOEWI INCORPORATED

NA

03/02/1977 - 06/24/1978

WEEDEN & CO.

NA

10/21/1976 - 04/04/1977

SHIELDS MODEL ROLAND INCORPORATED

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Licenses & Designations

IA

Issued 10/19/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/13/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/12/1981

Series 5 - Interest Rate Options Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Rohner Geitz.
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